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Dafferns Wealth

Financial Education

Do young people need more financial education?

Financial knowledge and awareness can affect countless aspects of our lives, from being able to budget for our weekly food shop and pay bills, to meeting our mortgage payments and having enough money to live off during retirement. So why are so few people receiving proper guidance and education on how to manage their finances? …

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Market Commentary August 2022

Market Commentary August 2022

Introduction As many readers know, this Bulletin is written from notes we compile throughout the month. One of the most interesting aspects of this is the occasional feeling of ‘was that really this month’ as we start to write the Bulletin. So it was this month. The race to replace Boris Johnson seems to have …

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Does Optimism Really Matter

Does ‘Optimism’ Really Matter?

If your glass is by nature half-empty, you didn’t need to look far for confirmatory information last month. Energy bills were going up – and are set to rise even further in October. Inflation was up again – with grocery inflation hitting its highest level for 13 years, And, of course, the National Insurance rises …

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What is a Trust

What is a Trust and Would it be Good for Me?

If you have assets such as land, property, cars, money and investments, you’ll want to be sure they go to your chosen beneficiaries in the future. That way you can be sure that your loved ones have financial stability in the future and that you’ve left them a meaningful legacy. But hang on, doesn’t that …

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Market Commentary July 2022

Market Commentary July 2022

Introduction June was the month in which the war Vladimir Putin thought would last 100 hours passed its hundredth day – with all the attendant problems for food supply and the global economy. In the UK, Boris Johnson won his confidence vote by 211 votes to 148 – but the dark mutterings continued as the …

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Market Commentary June 2022

Market Commentary June 2022

Introduction The war in Ukraine, worries about food supplies, worries about the global economy… May was another month where all the themes we have become used to were to the fore. Despite this, it was a reasonable month for the stock markets we report on in the Bulletin. China led the way with a gain …

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